Plan B and Australian Financial Services (AFS) Group have made senior appointments to leverage opportunities arising from the Future of Financial Advice (FoFA) reforms, while COIN has also announced changes at the top.
Plan B
Plan B welcomes Andrew Black to the role of Chief Executive Officer (CEO).
Mr Black, who has over 30 years industry experience, joins Plan B from Skandia Australia, where he was CEO and Managing Director.
He said he was excited about joining the group at what he called a “critical juncture for the financial planning profession in Australia”.
“With the first tranche of FoFA now released, I can see a number of fresh growth opportunities for professional planning firms that offer quality, professional advice. In this respect, Plan B is one of our industry’s best kept secrets, in terms of its high quality service offering, client focus and organisational culture,” said Mr Black.
Reporting to the Board of Directors, Mr Black will officially commence in his role on 19 September 2011.
AFS Group
AFS Group has appointed Richard Liverpool as the new Regional Manager for NSW and the ACT.
The role was recently made vacant following the promotion of former Regional Manager, Meaghan Unsworth, to Head of Strategic Development.
Speaking about Mr Liverpool’s appointment, AFS Group CEO and Managing Director, Peter Daly, said: “Richard (will) have a dual role with AFS Group utilising his highly regarded industry and business strengths as Regional Manager – but he will also lead the dealer group’s FoFA Ready program to ensure all practices are FoFA ready and able by May 31, 2012.”
Mr Liverpool will be based in Sydney and will be responsible for the AFS Group’s business and recruiting growth in NSW and the ACT.
COIN
In other appointment news COIN has announced a change of senior management.
Following the internal appointment of the current Head of COIN, Robert McCabe, to a new role within Macquarie’s Banking and Financial Services Group, Kirk Pitman will take the reins of the Macquarie-owned financial software provider.
Mr Pitman joined Macquarie in 2009 as the leader of the Mortgage Intermediary Investment Team.
Macquarie Adviser Services Executive Director, Frank Ganis, said: “Kirk Pitman has a high level of technical knowledge and a sound understanding of Macquarie clients and I am certain he will be able to take COIN to the next level and continue to understand and address our clients’ needs.”
Mr Pitman will undertake a handover with Mr McCabe before officially commencing in the role on 1 October.
